Vertiv (NYSE:VRT) Announces Quarterly Earnings Results, Beats Expectations By $0.39 EPS

Vertiv (NYSE:VRT) issued its earnings results on Wednesday. The company reported $2.21 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $0.39, FiscalAI reports. The business had revenue of $4.31 billion during the quarter, compared to analyst estimates of $3.75 billion. Vertiv’s quarterly revenue was up 61.2% on a year-over-year basis. During the same quarter last year, the company earned $1.24 earnings per share.

Vertiv Stock Up 13.0%

Shares of VRT stock traded up $27.04 during trading hours on Wednesday, reaching $235.60. 8,136,037 shares of the company’s stock were exchanged, compared to its average volume of 6,395,787. The business has a fifty day moving average price of $244.16 and a 200-day moving average price of $267.83. Vertiv has a fifty-two week low of $147.82 and a fifty-two week high of $379.93.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were given a $0.0625 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%.

Analysts Set New Price Targets

A number of analysts have weighed in on VRT shares. Piper Sandler set a $375.00 price objective on shares of Vertiv in a report on Wednesday, July 29th. Evercore set a $375.00 price target on shares of Vertiv in a report on Wednesday, July 29th. Mizuho decreased their price target on shares of Vertiv from $300.00 to $280.00 and set an “outperform” rating on the stock in a research note on Thursday, October 15th. Citigroup lowered their price target on Vertiv from $414.00 to $358.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Finally, TD Cowen dropped their price target on Vertiv from $387.00 to $356.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $335.67.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv reported third-quarter revenue of $4.31 billion, up 61% year over year and ahead of the $3.75 billion analyst consensus. Adjusted earnings were $2.21 per share versus expectations of $1.82, while earnings growth and operating profit also accelerated. Vertiv third-quarter 2026 results
• Positive Sentiment: Organic orders more than doubled, signaling robust demand for Vertiv’s data-center power, thermal-management and critical-infrastructure products. The company also raised its 2026 outlook across key metrics, improving visibility for investors. Vertiv Q3 2026 organic orders
• Positive Sentiment: The earnings report supports the view that Vertiv offers a direct way to participate in the AI infrastructure boom. Strong Americas demand, manufacturing expansion and growing adoption of liquid-cooling solutions were identified as key growth drivers. Vertiv earnings and AI infrastructure
• Positive Sentiment: Vertiv completed its approximately $1.45 billion acquisition of UtilityInnovation Group, adding microgrid controls, onsite-generation orchestration and power-management capabilities aimed at power-constrained data centers. Vertiv completes UtilityInnovation Group acquisition
• Positive Sentiment: The new Vertiv SmartIT platform, developed with NVIDIA-related architectures, packages rack infrastructure, power distribution, monitoring and liquid cooling into a pre-engineered solution designed to speed high-density AI deployments. Vertiv SmartIT platform
• Negative Sentiment: Despite the strong operating momentum, analysts have highlighted Vertiv’s premium valuation, and the UIG acquisition requires significant upfront cash plus up to $1.15 billion in contingent consideration. These factors could increase execution and valuation risk following the rally.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the transaction, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company’s stock.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.